Schwab Network 对 $UBER 的判断变化

频道资料 →本频道有 11 位标注的说话人：BFA and JP Morgan、Bank of America、Berenberg、CEO、Citizens、JP Morgan Chase、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal共 2 条

2026-09-22看跌

《Ca$htag$: TSLA, GOOGL Robotaxis Present "Dire" UBER Situation》

Uber 的客运业务在自动驾驶出租车面前较为脆弱，其股价可能因此大幅下跌。

Uber 今天的表现似乎有些疲软，Landon。随着自动驾驶出租车、Waymo 等的兴起，Uber 是最近受到审视的公司之一。

Uber's performance seems a bit weak today, Landon. Uber is one of the companies that has recently come under scrutiny with the rise of self-driving taxis, Waymo, and others.

需求同比上升了约 11 个百分点，这无疑是强劲的。我们知道，他们上一季度的预订量增长了 22%。他们拥有 2.08 亿月活跃用户。因此，他们的工作做得非常出色。

I mean, demand has risen by about 11 percentage points year-on-year, which is certainly strong. We know that their bookings increased by 22% in the last quarter. They have 208 million monthly active users . Therefore, they perform their job excellently.

看原视频00:09

2026-08-31看涨

《Thatcher: NVDA AI "Tentpole," META & MU New Value Stocks, SPCX Long-Term Buy》

Uber 的配送护城河缓解了自动驾驶风险；强劲的现金生成（EBITDA +30%）支持看涨论点。

最后是 Uber。有趣的是，我认为市场在某种程度上正在定价一些生存风险，比如自动驾驶汽车和机器人出租车等等。我喜欢 Uber 的地方在于它拥有分销渠道，我相信这是市场中一条可防御的护城河。

因此，我认为你会看到机器人出租车和自动驾驶实际上会进入那个网络。

And then finally, Uber actually. Uber interestingly, I think the market is sort of pricing in some existential risk when it comes to you know, I'll say autonomous vehicles and robot taxis and all this.

I think that what I love about Uber is that it has distribution and I believe that that's a defensible moat in the marketplace. And so, I think that you'll actually see the auto the the robot taxis and the autopilots actually come into that network.

看原视频08:11